Trust Or Estate Extension (Efile) -

ENTITY INFORMATION

Estate or Trust Name (must match IRS Fed Id Notice) *

when a loved one passes away the estate or trust usually opens a Federal EIN for the estate/trust tax return to be filed under. This is only an application for an EIN not the opening date of the trust or estate and is usually opened using the date of death for an opening date.

Date Of Death

What is the Date of Death on the Death Certificate?

First Time Trust/Estate Is Being Filed or Extended ?

Yes

Type Of Entity *

Trust (Fiduciary Trustee or Executor)

Estate (Probate Appointee or State Attorney)

Not Sure

Trust/Estate's Mailing Address (Must Match Federal IRS EIN Notice) *

Trust/Estate's Mailing Address (Must Match Federal IRS EIN Notice)

City

State/Province

Zip/Postal

Email Address Of Main Authorized Representative Trustee/Executor *

Cell Phone Number For Main Authorized Representative Trustee/Executor *

Trust/Estate EIN (Federal Id Number) *

Fiduciary or Trustee/Executors Name (Person Authorized To File Taxes)

First & Last Name

Fiduciary Or Trustee/Executors Social Security Number

I Authorize Wagner Tax To Use My Payment Info Below And Charge me the $92 Extension Fee for the current tax year due..

Yes

Yes But Please Contact Me Before Running the Payment.

This is a non-refundable fee For Electronically Filing Your Trust or Estate Extension.

Choose Pmt Type For The Wagner Tax Extension Fee (Ach Bank Acct Free) *

Debit (Bank Account)

Credit Card/Atm Debit Card 2.5 % fee

Name Of Authorized Person As It Appears On Card Or Bank Account *

Card Number or Bank Account Number *

Please be sure this information is correct.

Type Of Bank Account (If Using Bank Account)

Personal Checking/Savings

Consumer Business Account

Bank Routing Number (If Using Bank Account)

Make sure to use the correct bank routing number for payments

Expiration Date (If Using Card)

Billing Zip Code (If Using Card)

3 Digit Code (CVV) If Using Card

3 or 4 digit code on back of card

ELECTRONIC SIGNATURE *

Please Type Your Name For Your Signature — An "electronic signature" is a method of signing an electronic form that— (A) identifies and authenticates a particular person as the source of the electronic signature; and (B) indicates such person's authorization and approval.

Notes

By submitting this form you are requesting us to file an "electronic extension of time to file". An extension doesn’t avoid interest & fees on the amount you might end up owing. The Extension will keep you from receiving a failure to file on time penalty and complies with the government's procedure for requesting more time. By submitting this form you are requesting us to file an "electronic extension of time to file". An extension doesn’t avoid interest & fees on the amount you might end up owing. The Extension will keep you from receiving a failure to file on time penalty and complies with the government's procedure for requesting more time. Fees Associated with FTB or IRS for making an electronic payment are not the responsibility of Wagner Tax and by this authorization, you approve and agree to pay any and all governmental fees required to file and Pay online.

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If you are human, leave this field blank.

TRUST/ESTATE TAX EXTENSIONS (E-FILE)

THIS IS FOR FIDUCIARY TRUSTS & ESTATE EXTENSIONS FEE $92

Trust / Estate Extension Form Due April 15th

ENTITY INFORMATION

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